ISSUE 10, BEACH BUSINESS BREAKFAST
Hello and welcome to our latest Beach Business Breakfast newsletter. The Beach Business Breakfast network meets every 3rdThursday from 7.30-8.30am at Merewether Beach Function Room. It’s a great way to meet new business contacts – and your $10 gets you breakfast + the opportunity to network in an informal, relaxed and no pressure environment. For more info sms or call me on 0403 925 799 or email firstname.lastname@example.org, Dave Hoar (Convenor)
This issue, we feature Rhys Higgins of Crest Financial Services. Rhys is one of the six who attended our 1st Beach Business Breakfast in May 2015!
Introducing Rhys, from Crest Financial Services
Rhys joined the Crest Financial Services team in 2013, bringing with him over a decade of financial planning experience. He has recently also taken an opportunity to become an equity partner with this locally owned and well respected financial planning firm.
Rhys enjoys helping individuals work through their financial planning requirements, offering comprehensive and strategic advice in an approachable and friendly manner.
During his career he has helped hundreds of people better their financial position and assisted many to establish a rewarding and financially secure retirement. In addition, he has a young family and understands first hand the importance of planning and protecting the financial security of families.
Rhys’ aim is to provide peace of mind by helping you understand your current situation and implementing advice that will protect and support your future goals and aspirations.
His specialties include:
- Retirement planning – including assessing how much you need
- Superannuation and Self-Managed Super Funds
- Insurance – to protect your lifestyle, family and financial situation
- Investments – direct shares, managed funds and property
SPECIAL OFFER – Complimentary initial meeting (1 hour) – designed to take a snapshot of your current position and outline potential areas of advice that suit. Contact Rhys on 0400 599 666 or email@example.com
For more information, the member’s directory and podcasts, and/or to join us for breakfast go to www.beachbusinessbreakfast.com.au
Follow us on Facebook at facebook.com/beachbusinessbreakfast
TO FEATURE OR ADVERTISE YOUR BUSINESS: beachbusinessbreakfast.com.au/advertise
PLEASE SUPPORT OUR BEACH BUSINESS BREAKFAST MEMBERS!
For full details of members + SPECIAL OFFERS visit www.beachbusinessbreakfast.com.au/directory
Complimentary initial meeting (1 hour) – designed to take a snapshot of your current position and outline potential areas of advice that suit. Contact Rhys on 0400 599 666 or firstname.lastname@example.org
45 Minute Discovery Coaching “Taster” Sessions available to 10 BBB Members. 50% discount on all One-on-One coaching packages available for 5 BBB members or Let’s catch up for a “Getting to know You” coffee/juice to answer any questions about how coaching tools and resources can transform your life! (Fun included!)
Cathy Feenan – 0427 531 661
BEACH BUSINESS BREAKFAST Social GOLF DAY
Friday 23 September – staff, clients, family, kids, friends welcome. $25 includes golf, foot golf, prizes, networking + breakfast! To book contact Tracey email@example.com
OR Phone/SMS – 0459 041265
SPECIAL OFFER – Free 1 hour website discovery session, 1 year of hosting + support for your website
CONTACT – Jeremy Dawes, 0411 056 876,
$250 referral or donation offer – If you’re favourite club or charity needs extra cash – we’ll donate $250 from every settled new loan or refinance that you refer. Or we can pay you a referral fee of $250 – or you can give the $250 to your clients, friends or family members
David Hoar – 0403 925 799